SMART METER TEXAS Smart Meter Texas Scope “Fall Release” May 4-5, 2010 1.

SMART METERTEXAS

Smart Meter Texas Scope“Fall Release”

May 4-5, 2010

1

Overview of Scope

• Review design for Smart Meter Texas M2-M3 Scope– REP web rebranding– Support for Regulatory users– Event Notification– Support for Third Parties– LOAs– Support for Supplementals (Friends)

2

TuesdayMay 4

WednesdayMay 5

THIRD PARTIES

3

3rd Party ConceptsMaster Agreement• One Master Agreement defines

that there is a relationship between the Customer & the 3rd Party

• Either party may end the agreement at will ESI ID Agreement

• Customer may add or remove ESI IDs to the Master Agreement

• Tied to Master by prefix on Agreement-ID

• Customer may change End Date and permissions at will

• 3rd Party has view-only to ESI ID Agreement

4

3rd Party Master Agreements•Defines relationship between customer & friend

UserID

Customer

Active4/28/103P-ID1234567-00000

StatusCreate Date3rd PartyAgreement-ID

UserID

Customer

Active4/28/103P-ID1234567-00000


ESI ID Agreement•Defines access level by ESI ID


No

Yes

Yes

HAN

11/3/10

11/3/10

12/31/10

End Date

88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

Yes5/3/101234567-00003

No5/3/101234567-00002

Yes4/28/101234567-00001

My DataStart DateAgreement-ID

No

Yes

Yes

HAN

11/3/10

11/3/10

12/31/10

End Date

88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

Yes5/3/101234567-00003

No5/3/101234567-00002

Yes4/28/101234567-00001

My DataStart DateAgreement-ID

3rd Party Concepts

• Agreement-IDs are automatically assigned– Agreement-ID for Master Agreement has suffix ‘00000’– Agreement-ID for ESI ID Agreements have same prefix as Agreement-ID

for Master Agreement and sequential suffix starting with ‘00001’– Agreement-IDs will not be re-used, i.e., if a Meter w/suffix ‘00001’ is

removed from the Master Agreement, the next available suffix is ‘00002’

• 3rd Party Agreements are initiated by the Residential Customer or by a Non-Residential Admin

• All 3rd Party Master Agreements will be explicitly ‘accepted’ by a 3rd Party Admin

• Changes to Master Agreements and ESI ID Agreements will generate email notifications to all parties involved with the action

5

3rd Party Overview

• Registration– Cannot have same name as existing REP or TDSP– XXX will approve / decline basic information

• Access to data is authorized by Customers– Selected from Search Lists in the SMT portal– Customer creates a Master Agreement with the 3rd Party– Customer grants access by creating ESI ID Agreements under the Master

Agreement– The ESI ID Agreement has an expiration date that can be extended by the

Customer– Authorization for ‘My Data’ includes interval usage (13 months), daily meter

reads (13 months), billed usage (24 months), meter and premise data– 3rd Parties have no access to version data

6

3rd Party Overview

• Data retrieval is by adhoc request– Retrieval is via UI or API– No automatic files are created for 3rd Party access

• REP as 3rd Party– All REPs are automatically 3rd Parties– Customer will be able to distinguish REPs from other 3rd Parties– REP Admin accounts have both ROR and 3rd Party access– REP User accounts can have dual roles: ROR only or ROR and 3rd Party

(as assigned by the REP Admin)• Not in Scope

– HAN access for 3rd Parties– On Demand Meter Reads and Power Status– SMT policing activity by potential scammers

7

3rd Party Registration

8

3rd Party Registration – NEW 3rd Party Entity

XX

XX

XX

Aut

omat

edA

utom

ated

3rd P

arty

1st A

dmin

3rd P

arty

1st A

dmin

010 Submit Company & 1st

Admin Registration

020 Set 3rd Party Company & 1st

Admin to PENDING

030 Email Pending Approval to

TDSPs

035 Email confirmation to 3rd

Party


Admin to APPROVED

040 Approve / Decline

050 Delete Pending 3rd Party

Company & 1st Admin

055 Email DECLINE to 3rd

Party

070 Email Temp Password to 3rd

Party

080 Login with Temp Password


Admin to ACTIVE

085 Change Password & Select

Security Q&A

Decline

Approve


Friend (invited by a Residential Customer)

• You have been invited by an existing Residential Customer.• View your friend’s electricity usage.

Create a Friend Account

3rd Party

• Create an account to view Smart Meter Texas data for a customer.• The Customer must grant you permission to view usage.







3rd Party


3rd Party


Access will be via Public URL

9


Create a 3rd Party Account – Step 1 of 2

* 3rd Party Type:

Create a 3rd Party Account – Step 1 of 2

* 3rd Party Type:

•This will be a dropdown box, e.g., Aggregator, Broker, Consultant, etc.•REP will not be in the list (REP as 3rd Party requires registration as REP)

10

Create a New 3rd Party RelationshipAdd a 3rd Party Relationship

Aut

omat

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utom

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Res

iden

tial U

ser

or N

on-R

esid

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inR

esid

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r or

Non

-Res

iden

tial A

dmin

Yes

No

020 Display view of existing 3rd Party Master Agreements

055 Results Found?

010 Navigate to My Account, select

3rd Parties

050 Search for 3rd Party

030 SelectAdd a 3rd Party

110 Display ‘No Results’

060 Display all 3rd Parties that match

criteria, display type of 3rd Party

090 Create PENDING Master

3rd Party Agreement

070 Select 3rd Party from list and

Submit

100 Email Master Agreement

established to customer & 3rd

Party

040 Enter 3rd Party Search

critieria This establishes the master relationship between the

customer and the 3rd Party

055 More than 1 Meter on

Acct?

066 Create ESI ID Agreement using default settings

No

Yes

11

Customer View: Existing 3rd Party Agreements

Add Agreement Edit Agreement Remove Agreement

Authorized AgreementsAuthorized Agreements

Agreement Type 3rd Party Name Start Date Status1234567-00000 Retail Provider Way Cool Energy 4/28/10 Active1234572-00000 Aggregator Jones Consulting 5/1/10 Active1234573-00000 Retail Provider Deal Makers 5/1/10 Pending1234575-00000 3rd Party HANs R US 5/2/10 Active



Authorized AgreementsFriend Agreements

Agreement Type 3rd Party Name Created Status1234567-00000 Retail Provider Way Cool Energy 4/28/10 Active1234572-00000 Aggregator Jones Consulting 5/1/10 Active1234573-00000 Retail Provider Deal Makers 5/1/10 Pending1234575-00000 Consultant HANs R US 5/2/10 Active


Remove will display pop-up asking for confirmation

Edit will allow adding / removing meters & permissions

12

Customer View: Add a New 3rd Party Agreement

13

3rd Party

Retail Provider3rd Party

Add to My 3rd Parties


Back


3rd Party > Add Agreement

3rd Party

Retail ProviderAggregator



Back


3rd Party > Add Agreement

Legal disclaimer text will be added to screen

Customer View: Edit 3rd Party Agreement

3rd Party Agreement

•

Add a Meter to Agreement

Back


3rd


Update Remove Meter

3rd Party Agreement

• 1234567-00000, Way Cool Energy


Back


3rd Party > Edit Agreement


Agreement Start Date End Date My Data Description ESI ID Meter # Service Address State1234567-00001 3/25/2010 6/25/2010 Home 94285326937083100 10581987 12345 North Voltura Street TX1234567-00002 4/1/2010 6/25/2010 Well Pump 91992806272063100 28683213 12345 North Voltura Street TX

Party > Edit Agreement

Add ALL Meters to Agreement

Update Remove MeterAdd ALL Meters to Agreement

These are existing meters that are already included in the Agreement

14

Start / End dates and My Data checkbox will be data entry fields with defaults:•Start Date = today•End Date = today + 6 months•My Data = YES

3rd Party Agreement

Add Meters to Agreement

Select Smart Meters to add to your 3 rd Party Agreement:


3rd Party > Edit Agreement > Add a Meter to Agreement

3rd Party Agreement


Select Smart Meters to add to your 3 rd Party Agreement:


3rd Party > Edit Agreement > Add a Meter to Agreement


Start Date End Date My Data Description ESI ID Meter # Service Address State5/4/2010 11/4/2010 Summer House 94285326937083258 10581258 12345 Vacation Street TX

Cancel


Cancel


Customer View: Add a Meter to a 3rd Party Agreement

These are meters attached to the customer account that can be added to the Agreement

15

Start / End dates and My Data checkbox will be data entry fields with defaults:•Start Date = today•End Date = today + 6 months•My Data = YES

Customer View: Add ALL Meters to an Agreement

3rd Party AgreementAuthorized AgreementsAuthorized Agreements

3rd Party > Edit Agreement > Add ALL Meters to Agreement

3rd Party Agreement

Add ALL Smart Meters to your 3rd Party Agreement:


3rd


Cancel


* Start Date

* End Date

My Data

5/4/201011/4/2010

•All customer meters will be added to the agreement with the same parameters•Any existing ESI ID Agreements with this 3rd Party will be updated to these parameters

16

3rd Party View: View 3rd Party Master Agreements

Authorized 3rd Party Agreements

View Agreement Accept Pending Agreement

View Agreement

Name Email Address Status

Remove Agreement

Remove AgreementAccept Pending Agreement

Agreement Customer Name Customer Email Start Date Status1234567-00000 Doe, John [email protected] 4/28/10 Active1234572-00000 Texas Solutions Inc [email protected] 5/1/10 Pending

Customer Meters

Authorized Agreements

Customer Meters

Authorized Agreements Authorized 3rd Party Agreements

View Agreement Accept Pending Agreement

View Agreement

Name Email Address Status

Remove Agreement


Agreement Customer Name Customer Email Start Date Status1234567-00000 Doe, John [email protected] 4/28/10 Active1234572-00000 Texas Solutions Inc [email protected] 5/1/10 Pending

Customer Meters


Customer Meters


Customer Meters


Customer Meters

3rd Party Agreements

17

3rd Party View: View ESI ID Agreements

18


Back

Authorized Agreements > View AgreementCustomer Meters


Customer Meters



Back

Authorized Agreements > View AgreementCustomer Meters


Customer Meters


• 1234567-00000, Doe, John, [email protected]

Agreement Start Date End Date Data ESI ID Meter # Service Address State1234567-00001 3/25/2010 6/25/2010 94285326937083100 10581987 12345 North Voltura Street TX1234567-00002 4/1/2010 6/25/2010 91992806272063100 28683213 12345 North Voltura Street TX

All fields are display only – no edit

REP View: Authorize Users for 3rd Party Role

19

3rd Party Authorization: View data for 3rd Party Agreements

Customer Meters


Customer Meters


3rd Party role for REP Users is optional

Customer Meters

3rd Party Meters

Report Request Status

Customer Meters

3rd Party Meters


REP View: Usage Tab

•Usage Tab, left navigation will distinguish between Customer Meters and 3rd Party Meters

•Customer meters will search ROR to determine access rights & allow 48 months of interval data

•3rd Party meters will search 3rd Party Agreements to determine access rights & allow 13 months of interval data

20

Actions that will Terminate a 3rd Party Agreement

Master Agreement• Customer or 3rd Party removes agreement• Customer’s SMT account is revoked, including revoke for inactivity• 3rd Party’s SMT entity is revoked, including revoke for inactivity• 3rd Party fails to accept 3rd Party Agreement within 14 days

ESI ID Agreement• Move Out (or forced Move Out) transaction removes the ESI ID• Customer removes meter from SMT account• TDSP replaces Customer meter w/ non-Smart Meter (replacement w/

another Smart Meter will have no effect on the agreement)• TDSP removes Customer meter (not exchange)• ESI ID Agreement date expires

Terminated Agreements will be marked w/ an expiration date but record of the agreement will be kept for historical logs

21

LOAs

22

LOA Master Agreements•Defines relationship between TDSP & 3rd party

Oncor

TDSP

Active4/28/103P-ID1234567-00000


Oncor

TDSP

Active4/28/103P-ID1234567-00000




[TDSP-ref]

[TDSP-ref]

[TDSP-ref]

Reference

88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

NoYes11/3/105/3/101234567-00003

YesNo11/3/105/3/101234567-00002

YesYes12/31/104/28/101234567-00001

HANDataEnd DateStart DateAgreement-ID

[TDSP-ref]

[TDSP-ref]

[TDSP-ref]

Reference

88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

NoYes11/3/105/3/101234567-00003

YesNo11/3/105/3/101234567-00002

YesYes12/31/104/28/101234567-00001

HANDataEnd DateStart DateAgreement-ID

LOA ConceptsMaster Agreement• One Master Agreement defines

that there is a relationship between the TDSP & the 3rd Party

• Either party may end the agreement at will ESI ID Agreement

• TDSP may add or remove ESI IDs to the Master Agreement


• ESI ID Agreement represents paper LOA agreement with Customer

• 3rd Party has view-only to ESI ID Agreement

23

LOA Concepts

• Agreement-IDs are automatically assigned– Agreement-ID for Master Agreement has suffix ‘00000’– Agreement-ID for ESI ID Agreements have same prefix as Agreement-

ID for Master Agreement and sequential suffix starting with ‘00001’– Agreement-IDs will not be re-used, i.e., if a Meter w/suffix ‘00001’ is

removed from the Master Agreement, the next available suffix is ‘00002’

• LOA Agreements in SMT are initiated by the TDSP• All LOA Master Agreements will be explicitly ‘accepted’ by a

3rd Party Admin• Changes to Master Agreements and ESI ID Agreements,

including transfers, will generate email notifications to all parties involved with the action

24

LOA Overview

• Pre-Existing LOAs– TDSPs do not plan to enter pre-existing paper contract LOAs

• New eLOAs are initiated by TDSP– Master Agreement relationship is between TDSP & 3rd Party– ESI ID Agreement represents the existing paper LOA– ESI ID Agreement will be attached to Master Agreement regardless of

customer; an undefined reference field will be included to allow the TDSP to enter a reference for the paper LOA agreement

– TDSPs can not enter an ESI ID Agreement if that meter is attached to an SMT customer account (registered customer must grant that access)

– If customer registers after ESI ID Agreement is entered by TDSP, then ESI ID Agreement will automatically transfer to customer mgmt – creating a 3rd Party Master Agreement for the customer, if none exists already

25

3rd Party Overview

• Not in Scope– Attestation which allows a 3rd Party to enter his

own LOA (SMT security policy disallows this)

26

SUPPLEMENTALS

27

Supplemental (Friends) Concepts

Master Agreement• One Master Agreement defines

that there is a relationship between the Customer & the Friend

• Master Agreement ties to Friends by UserID, once active

• Pending Friend agreement contains Key + Email

• Either party may end the agreement at will

ESI ID Agreement• Customer may add or remove

ESI IDs to the Master Agreement


• Customer may change permissions at will

• Friend has view-only to ESI ID Agreement

Friend Master Agreements•Defines relationship between customer & friend

UserID

UserID

Customer

Active5/2/10UserID1234570-00000

gi09dX [email protected]/1/101234569-00000

Key + EmailStatusCreate DateFriendAgreement-ID

UserID

UserID

Customer

Active5/2/10UserID1234570-00000

gi09dX [email protected]/1/101234569-00000

Key + EmailStatusCreate DateFriendAgreement-ID



88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

No5/3/101234567-00003

Yes5/3/101234567-00002

Yes4/28/101234567-00001

NotificationsStart DateAgreement-ID

88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

No5/3/101234567-00003

Yes5/3/101234567-00002

Yes4/28/101234567-00001

NotificationsStart DateAgreement-ID

28

Supplemental (Friends) Overview

• RES Customer as Supplemental– Only Residential accounts are eligible to be Supplemental

Users

• Non-existent SMT User Registration– Only Residential Customers can invite people to register as

a Supplemental– Registration as a Supplemental User (not an existing RES

Customer) is by Residential Customer invitation (Agreement Key)

– SMT matches on email address and Agreement Key

29

Supplemental (Friends) Overview

• Access to data is authorized by Customers– Only Residential Customers can create Friend Agreements– Customer creates a Master Agreement with the Friend– Customer may have a maximum of 5 Friends– Customer grants access by creating ESI ID Agreements under the Master

Agreement– ESI ID Agreements have no expiration date but can be removed at any time– Authorization for ‘data’ includes interval usage (13 months), daily meter reads

(13 months), billed usage (24 months), meter and premise data– Authorization for ‘notifications’ is for the Residential Customer’s meter event

notifications, if the customer has subscribed for these notifications– Access is granted by email address and agreement key (email address is not

unique in SMT); relationship is with Friend’s UserID once the Friend accepts the Master Agreement

30

Create a New Friend Master Agreement

Add a Friend Relationship

Frie

ndF

riend

Aut

omat

edA

utom

ated

Res

iden

tial

Res

iden

tial

010 Navigate to My Account, select

Friends

030 SelectAdd a Friend

020 Display view of existing Friend

relationships

040 Enter Email address of Friend

050 Create PENDING Master Friend Agreement

060 Email Friend Agreement

notification w/Agreement Key to Customer & Friend

This establishes the master relationship between the customer and the Friend

@ 10 DAYS @ 14 DAYS

110 Email warning to Customer &

Friend

130 Email notification to

Customer & Friend

120 Agreement KEY expires;

Pending Friend Agreement is

deleted

GO TO Accept Friend

Agreement process

Max 5 Friends

055 More than 1 Meter on

Acct?

066 Create ESI ID Agreement using

default settings

No

Yes

Friend DOES NOT RESPOND

31

Customer View: Existing Friend Agreements



Authorized AgreementsAuthorized Agreements Friends

Add A Friend Edit Agreement Remove Agreement

Add a Friend Edit Agreement Remove Agreement

Authorized AgreementsFriend Agreements My Friends

Agreement Friend Name Friend Email Start Date Status1234567-00000 Doe, John [email protected] 4/28/10 Active1234572-00000 [email protected] 5/1/10 Pending - guq9Fd2

Remove will display pop-up asking for confirmation

Edit will allow adding / removing meters & permissions

32

Customer View: Add a Friend

33

Add Friend


Add a Friend

Cancel

Friends > Add a Friend

Add Friend

Add a Friend

Cancel

Friends > Add a Friend


Customer View: Edit Friend Agreement


Add a Meter to Agreement Update

Add a Meter to Agreement Update Remove Meter

Remove Meter

Back


Friends > Edit Friend Agreement

Edit My Friend Agreement

•

Add a Meter to Agreement Update

Add a Meter to Agreement Update Remove Meter

Remove Meter

Back


Friends > Edit Friend Agreement

Agreement Notifications Description ESI ID Meter # Service Address State1234567-00001 Home 94285326937083100 10581987 12345 North Voltura Street TX1234567-00002 Well Pump 91992806272063100 28683213 12345 North Voltura Street TX

•No Data checkbox – Friend automatically gets usage•All Friend Agreements are perpetual – do not expire

These are existing meters that are already included in the Agreement

34

Customer View: Add a Meter to a Friend Agreement

My Friend Agreement


Cancel

Select Smart Meters to add to your Friend Agreement:



Notifications

Friends > Edit Friend Agreement > Add a Meter to Agreement



Cancel

Select Smart Meters to add to your Friend Agreement:


•

NotificationsNotifications

Friends > Edit Friend Agreement > Add a Meter to Agreement


These are meters attached to the customer account that can be added to the Agreement

35

Friend Accepts Master AgreementFriend Accepts Master Agreement

Aut

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Res

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ser

or

Reg

iste

red

Frie

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esid

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r or

R

egis

tere

d F

riend

Unr

egis

tere

d F

riend

Unr

egis

tere

d F

riend

010 Enter registration info,

including Agreement KEY

020 Establish APPROVED

Friend Account

030 Email Temp Password to

Friend

040 Login with Temp Password

050 Change Password & Select

Security Q&A

060 Set Friend Account to

ACTIVE

100 Set Friend Master Agreement

to ACTIVE

110 Email Friend Acceptance

to Customer & Friend

Email address in Profile must match email address selected by Customer

110 Login120 Navigate to

My Account / Authorized Meters

130 Enter Key to accept Friend

Master Agreement & Submit

Email address in registration must

match email address selected by Customer

36

Friend Registration




3rd Party








3rd Party


3rd Party


Access will be via Public URL

37

Friend Registration

Friend Account

* Agreement Key:

Friend Account

* Agreement Key:* Agreement Key:

Friend Account

* Agreement Key:

Friend Account

* Agreement Key:* Agreement Key:

Email address must match that entered by Residential Customer

38

Friend View: Friend Agreements

39

Authorized Agreements (from your Friends)Authorized AgreementsAuthorized Agreements

View Agreement

View Agreement Remove AgreementAccept Pending Agreement


Friend Agreements (from your Friends)Authorized AgreementsFriend Agreements

View Agreement

View Agreement Remove AgreementAccept Pending Agreement


Agreement Friend Name Friend Email Created Status1234567-00000 Doe, John [email protected] 4/28/10 Active

Friend View: View ESI ID Agreements

40


• , John M Doe

Back

View Friend Agreements (from your Friends)Authorized AgreementsFriend Agreements


Back

Friend Agreements > View Agreement

Agreement Notifications Description ESI ID Meter # Service Address State1234567-00001 Home 94285326937083100 10581987 12345 North Voltura Street TX1234567-00002 Well Pump 91992806272063100 28683213 12345 North Voltura Street TX

All fields are view-only

Friend View: Existing SMT Account Accepts Friend Agreement

41


• , John M Doe

Accept Agreement Cancel

Enter the Agreement Key that was sent to your email. If you can

*Agreement Key:

Accept Pending Agreement (from your Friend)Authorized AgreementsFriend Agreements


Accept Agreement Cancel

not find the Key, contact your Friend.

*Agreement Key:

Friend Agreements > Accept Pending Agreement

The Agreement Key is available to your Friend when viewing the pending Friend Agreement.

•Email address in Account’s profile must match that entered by Residential Customer•Acceptance will change the Agreement from Pending to Active•SMT will create agreement record w/ Friend’s UserID so that there is a unique relationship (allows Friend to change his email address w/out affecting the Agreement once it is active)

Residential / Friend View: Usage Tab

Description ESI ID Meter # Service Address StateHome 94285326937083100 10581987 12345 North Voltura Street TXWell Pump 91992806272063100 28683213 12345 North Voltura Street TX

My Friend’s Meters

My Smart Meters



My Smart Meters



•Usage Tab, left navigation will distinguish between My Meters and My Friend’s Meters

•My Meters will access Residential Customer meters

•My Friend’s Meters will search Friend Agreements to determine access rights

42

Actions that will Terminate a Friend Agreement

Master Agreement• Customer or Friend removes agreement• Customer’s SMT account is revoked, including revoke for inactivity• Friend’s SMT account is revoked, including revoke for inactivity• Friend fails to accept pending Agreement within 14 days

ESI ID Agreement• Move Out (or forced Move Out) transaction removes the ESI ID• Customer removes meter from SMT account• TDSP replaces Customer meter w/ non-Smart Meter (replacement w/ another

Smart Meter will have no effect on the agreement)• TDSP removes Customer meter (not exchange)

Terminated Agreements will be marked w/ an expiration date but record of the agreement will be kept for historical logs

43

NEXT STEPS

44

Thank You For The Opportunity To Discuss

SMART METERTEXAS

45

SMART METER TEXAS Smart Meter Texas Scope “Fall Release” May 4-5, 2010 1.

Documents

party master agreements

party relationship

party agreementsremove

party registrationthis

party registrationaccess

party agreementthese

will3rd party

party adminchanges